IWN — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWN? 58 Institutions Hold $161M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWN)? 58 institutions reported holding $160.63M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($48.4M), WoodTrust Financial Corp ($26.7M), LBJ Family Wealth Advisors, Ltd. ($12.5M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$48.4M	231,073	Trimmed
2	WoodTrust Financial Corp	$26.7M	127,265	Trimmed
3	LBJ Family Wealth Advisors, Ltd.	$12.5M	59,728	Trimmed
4	RTD Financial Advisors, Inc.	$10.3M	49,047	Trimmed
5	LWM ADVISORS INC	$7.9M	37,856	Trimmed
6	Venture Visionary Partners LLC	$7.4M	35,375	Added
7	TITLEIST ASSET MANAGEMENT, LLC	$7.1M	33,959	Added
8	FELL CAPITAL MANAGEMENT /ADV	$5.7M	27,420	Added
9	Farther Finance Advisors, LLC	$4.5M	21,628	Added
10	Atlas Brown,Inc.	$4.2M	19,940	Trimmed
11	Prosperity Planning, Inc.	$3.7M	17,655	Trimmed
12	Apella Capital, LLC	$2.6M	12,209	Added
13	Graves Light Lenhart Wealth, Inc.	$1.8M	8,673	Trimmed
14	Veery Capital, LLC	$1.5M	7,373	Trimmed
15	Valeo Financial Advisors, LLC	$1.5M	7,029	Added
16	Aletheian Wealth Advisors LLC	$1.4M	6,805	Added
17	MassMutual Private Wealth & Trust, FSB	$1.1M	5,298	Trimmed
18	DAVIDSON TRUST CO	$1.0M	4,999	Trimmed
19	Wedmont Private Capital	$1.0M	4,880	New
20	ELEVATION WEALTH PARTNERS, LLC	$815,728	3,895	Added
21	GAMMA Investing LLC	$712,758	3,403	Hold
22	Friday Financial	$669,128	3,178	Added
23	CANANDAIGUA NATIONAL BANK & TRUST CO	$606,567	2,896	Hold
24	Versant Capital Management, Inc	$541,253	2,584	Hold
25	Emergent Wealth Advisors, LLC	$506,852	2,420	Added

Source: SEC Form 13F filings · as of 2026-09-30